Skype for Business 2016 Windows Meeting Environment

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1 Skype for Business 2016 Windows Meeting Environment

2 Contents Preview....1 Information for Skype for Business Meetings and Conference Calls Participant List.4 Change Meeting Audio Settings..5 Transfer Meeting Audio to Your Mobile Phone... 8 Add a Person to Meeting.11 Send an Instant Message.12 Send a File Save a File Sent to You..13 Share your Desktop Share a Program. 17 Share a Whiteboard. 20 Give a PowerPoint Presentation. 21 Conduct a Poll..23 Manage the Stage. 26 Starting a Video Conversation.. 28 Record a Meeting.. 29 Record Manager...30 End Meeting SFB 2016 Windows Meeting Environment

3 Preview This document explains how to use the tools available in a Skype for Business Meeting. Information on scheduling or joining a meeting can be found in the following UIT documents: Information for Skype for Business Meetings and Conference Calls There are four classifications for meeting participants: Organizer the person who schedules a meeting or conference call. Leader - The First person to dial-in to a conference call from a Skype for Business phone. Presenter Can invite others to an active meeting or conference call. During a meeting, a Presenter can change the classification of other Presenters to Attendee. Only a Presenter can record a meeting, distribute files and share items, such as the desktop, a program, whiteboard and conduct a poll. By default, all faculty and staff members are Presenters. If desired, the meeting Organizer can change the permissions level of any participant from Presenter to Attendee before the Meeting Invitation is sent. This is done using Outlook Meeting Options. For information on accessing Meeting Options, see Conferencing Quick Reference for Windows. Attendee can initiate instant message (IM) conversations and view items that are shared. By default, meeting participants who dial-in from a non-skype for Business phone (i.e., Rolm, Cisco, mobile or an off-campus phone) must wait in the lobby until a Leader dials-in. The first person to dial-in from a Skype for Business phone becomes the Leader and anyone waiting in the lobby can be given access to the meeting. If you want to be a Leader or need to be (for instance, if all other participants are not affiliated with UH) and you dial-in from a non-skype for Business phone, you must enter your Dial-in PIN to become the Leader. The Dial-in PIN is identical to the Sign-in PIN for CX600 phones. If you can t remember your Dial-in PIN or if you never received a Dial-in PIN, go to dialin.central.uh.edu to reset your PIN or obtain your first PIN. Before sending a Meeting Invitation, the Organizer can change the Meeting Options. It is very important to change Meeting Options before sending the Meeting Invitation because changing the options can potentially change the meeting link and Conference ID. The Conference ID is assigned by Skype for Business and appears in an Outlook Meeting Invitation. 3 SFB 2016 Windows Meeting Environment

4 Meeting options include: Everyone waits in the lobby except the Organizer No one waits in the lobby Only the Organizer is a Presenter Participant List The participant list indicates the permissions level of each participant: Presenter or Attendee. By default, every faculty and staff member at UH is always a Presenter. Only Presenters can share their desktop, give PowerPoint presentations, share a whiteboard and access other features, depending on how the Meeting Options are set. If desired, the meeting Organizer can change the permissions level of any participant from Presenter to Attendee The icons to the right of each name indicate (in this order) if the person is capable of participating in: Instant Messaging (IM) If this icon contains an X, this person might have joined the meeting using a smart phone, a desk phone, or another device that is not capable of sending/receiving IMs. A gray icon indicates the function has not been used. Meeting Audio If this icon is gray, this person doesn t have speakers to hear or a microphone to be heard during the meeting. This person did not join the meeting using a telephone. If a participant puts the meeting on hold to take another call, the icon appears as shown above for the first participant. If a participant s phone is muted, the icon appears as shown above for the second participant. Meeting Video If this icon contains an X, this person does not have a video camera. At the start of a meeting, this icon is gray for everyone with a video camera. When someone starts their video camera, this icon is blue. 4 SFB 2016 Windows Meeting Environment

5 Content Sharing At the start of a meeting, this icon is gray for everyone. When content is shared, this icon is blue. Change Meeting Audio Settings If your phone is connected to a computer and the computer has a microphone and speakers, it is possible to change the device used for meeting audio. At the bottom of the Group Conversation window, hover over the Call Options button. In the box that appears, click Devices. 5 SFB 2016 Windows Meeting Environment

6 Select Handset or PC Mic and Speakers. If you are using your PC microphone and speakers, you can put the microphone on Mute which means no one can hear sounds around you including your voice. It is also possible to temporarily turn off the meeting audio which means no one can hear you and you are unable to hear what is said in the meeting. To mute your computer microphone: Hover over the Call Options button. In the box that appears, click Mute. To unmute your computer microphone: Hover over the Call Options button. Select Unmute. To turn off meeting audio: Hover over the Call Options button. Select Hold Call. To turn on meeting audio: Click Resume Call. 6 SFB 2016 Windows Meeting Environment

7 If a PC microphone and speakers are used for meeting audio, it is possible to check the quality of your network connection which can affect call quality. To check the quality of your network connection: Hover over the Network Connectivity icon. Immediately upon hovering, a network quality message appears. 7 SFB 2016 Windows Meeting Environment

8 Transfer Meeting Audio to Your Mobile Phone If your mobile number is in Skype for Business, it is possible to transfer meeting audio to your mobile phone. This is handy on the occasion when you have to walk across campus during a meeting, but you would like to stay connected and interact in the meeting. Your mobile number must be in Skype for Business for the transfer to mobile option to appear. To put your mobile number in Skype for Business: In the main Skype for Business window, click the Options button. 8 SFB 2016 Windows Meeting Environment

9 In the Options dialog box, click Phones then click Mobile Phone. In the Edit Phone Number dialog box that appears, enter your mobile number. Click Ok. To hide your mobile number so it doesn t appear on your Contact Card: In the Options dialog box, uncheck Include in my contact card. 9 SFB 2016 Windows Meeting Environment

10 Click Ok. To transfer meeting audio to your mobile phone: In the Group Conversation window, hover over the Call Options button. In the box that appears, click Transfer Call. Select your mobile number. 10 SFB 2016 Windows Meeting Environment

11 Add a Person to Meeting Presenters have permission to invite others to a meeting. By default, every faculty and staff member invited to a Skype for Business Meeting or Conference Call is a Presenter unless the Organizer made a change to the Meeting Options. If you are a Presenter in a meeting, you can add others to the meeting. To add a person to a meeting: In the Group Conversation window, click Invite More People. In the Invite by Name or Number dialog box that appears, select your contact(s) or enter a phone number. Click Ok. Note: Drag and drop names from your Contact list to the Group Conversation window for a faster way to invite others. 11 SFB 2016 Windows Meeting Environment

12 Send an Instant Message To send an instant message (IM) to all meeting participants: At the bottom of the Group Conversation window, hover over the Instant Message button. At the bottom of the box that appears, type your message in the message input area. Press <ENTER>. Your message is sent to all meeting participants. Send a File The Attachments option allows you to send a file to each meeting participant. To send a file to all participants: In the Group Conversation window, hover over the Share button. In the box that appears, click Attachments Click Add Attachment. Using the dialog box that appears, locate the file you want to send. 12 SFB 2016 Windows Meeting Environment

13 Click Open. Meeting participants are alerted of the file which they can save for later viewing. Save a File Sent to You If a file is sent during a meeting, an indicator notifying you of the file appears on the Share button. To save a file that someone sends during a meeting: In the Group Conversation window, hover over the Share button. In the box that appears, click Manage Attachments. The Attachments dialog box opens. Locate the attachment you want to save. Click More. From the menu that appears, select Save As. 13 SFB 2016 Windows Meeting Environment

14 In the Save As dialog box, select a location for the attachment. Click Save Share your Desktop Sharing your desktop is used to allow all meeting participants to see what you see on your screen. Not only can you share your desktop, it is possible to give control of your desktop to a meeting participant. Only Presenters can share a desktop. To share your desktop: In the Group Conversation window, hover over the Share button. 14 SFB 2016 Windows Meeting Environment

15 In the box that appears, select Desktop The Group Conversation window expands showing a stage for all participants to see the shared desktop. The following image shows how your stage appears when someone other than you share a desktop. Note: When sharing your desktop, participants will see all content surrounded by a yellow border. While sharing a desktop the Sharing Control Bar appears at the top of your screen. 15 SFB 2016 Windows Meeting Environment

16 Giving control means a selected person gains control of your mouse. To give control of your desktop: On the Sharing Control Bar, click Give Control. From the list of names that appears, select the person to whom you want to give control. The following dialog box appears. Click ok To regain control of your desktop press < CTRL >< ALT >< Space> To stop sharing your desktop: On the Sharing Control Bar at the top of your screen, click Stop Sharing. 16 SFB 2016 Windows Meeting Environment

17 Share a Program It is possible to share individual programs with participants instead of your entire desktop. Not only can you share a program, it is possible to give control of a program to a meeting participant. Only Presenters can share a program. To share a program: In the Group Conversation window, hover over the Share button. In the box that appears, select Program. 17 SFB 2016 Windows Meeting Environment

18 The Present Programs dialog box appears. Select one or more programs. Click Present. The Group Conversation window expands showing a stage for all participants to see the shared program(s). Note: Participants will see all programs that are surrounded by a yellow border. The Sharing Control Bar appears at the top of your screen. Giving control means a selected person gains control of your mouse. 18 SFB 2016 Windows Meeting Environment

19 To give control of your program(s): On the Sharing Control Bar at the top of your screen, click Give Control. From the list of names that appears, select the person to whom you want to give control. The following dialog box appears. Click Ok. To regain control of your program(s): 1. Simultaneously press <CTRL> <ALT> <SPACE>. To stop sharing your program(s): 1 On the Sharing Control Bar at the top of your screen, click Stop Presenting. 19 SFB 2016 Windows Meeting Environment

20 Share a Whiteboard Whiteboard is a digital version of the whiteboards found in most conference rooms. Whiteboard has a laser pointer, typing tool, drawing tools, pens and more. A shared whiteboard is immediately available for all meeting participants to use. Only Presenters can share a whiteboard. To share a whiteboard: In the Group Conversation window, hover over the Desktop button. Click More From the box that appears, select Whiteboard. 20 SFB 2016 Windows Meeting Environment

21 The Group Conversation window expands showing a stage for all participants to see the whiteboard. When a meeting participant writes on the whiteboard, everyone in the meeting can view what is written. Select a tool from the right side of the whiteboard to add information to the whiteboard. To stop sharing the whiteboard: Near the top right corner, click Stop Presenting. Give a PowerPoint Presentation An Attendee or a Presenter can upload a PowerPoint presentation. Only a Presenter can share a PowerPoint presentation. Only a Presenter can give a PowerPoint presentation. To give a PowerPoint presentation: In the Group Conversation window, hover over the Share button. In the box that appears, select PowerPoint 21 SFB 2016 Windows Meeting Environment

22 In the Present PowerPoint dialog box that appears, select the PowerPoint file Click Open The Group Conversation window expands showing a stage for all participants to see the presentation. 22 SFB 2016 Windows Meeting Environment

23 Navigate the presentation using the arrows under the presentation. Click Thumbnails to present the slides in a different order. To end the presentation: Near the top right corner, click Stop Presenting. Conduct a Poll It is possible to conduct a poll or gain a consensus of the meeting participants by offering multiple choices to a question. A poll is anonymous and instant with the results displayed for all participants to view. Only a Presenter can conduct a poll. By default, only Presenters can see the results. To conduct a poll: In the Group Conversation window, hover over the Desktop button. Click More. In the box that appears, select Poll 23 SFB 2016 Windows Meeting Environment

24 In the Create a Poll dialog box that appears, enter a name for the poll in the Poll Name: field. Enter a question in the Question: field. In the Choices: fields, enter up to seven choices from which participants can choose. Click Create. Following is an example of a completed poll 24 SFB 2016 Windows Meeting Environment

25 To allow Presenters and Attendees to see poll results: Click the Poll Actions pop-up menu Select Results are shown to everyone Manage the stage To select which shared item is currently viewed by all participants Hover over the Desktop button -> click Manage Content -> click Present Now for an item to appear on everyone s stage. Click Remove to remove an item that is no longer needed. 25 SFB 2016 Windows Meeting Environment

26 When you are done, click Close To end the Poll: Near the top center, click Stop Presenting. Manage the Stage The most recently shared item appears on the stage on top of the previously shared item. All participants see the same shared item at the same time. If a whiteboard, a program and a poll are 26 SFB 2016 Windows Meeting Environment

27 shared, it is not possible for two participants to view the whiteboard while another two view the program. Only a Presenter can decide which shared item is viewed. To select all participants currently view which shared item In the Group Conversation window, hover over the Share button In the box that appears, click Manage Presentable Content In the Presentable Content dialog box that appears, click Present Now for an item to appear on everyone s stage. Click Remove to remove an item that is no longer needed. When you are done, click Close 27 SFB 2016 Windows Meeting Environment

28 Starting a Video Conversation If a participant has a video camera connected to their computer, it is possible to add video to the meeting. A participant, who doesn t have a video camera, can see the video image of other participants who do have a video camera. To add video to a meeting: In the Group Conversation window, hover over the Video button. In the box that appears, select Start My Video. Only one video image at a time appears in the Group Conversation window. The video image displayed belongs to the person currently speaking. Following is the Group Conversation window of a person without a video camera who is able to see the video image of a participant with a video camera. To turn video off: Hover over the Video button. In the box that appears, click Stop Video. 28 SFB 2016 Windows Meeting Environment

29 Record a Meeting Presenters can record video and audio of everything that is shared during a meeting. Recording notification appears in the Group Conversation window of all participants and remains until recording ends. To start recording: In the bottom right corner of the Group Conversation window, click the ellipsis. From the menu that appears, select Start Recording. 29 SFB 2016 Windows Meeting Environment

30 Recording controls appear near the bottom of the window to pause, resume or stop recording. To end recording: Click the Stop icon. Record Manager All Skype for Business recordings are saved to your Windows user directory on your hard drive in Windows media (wmv) format. Skype for Business Recording Manager displays a list of all recorded meetings and allows you to play, rename, convert to MP4 or publish a recording directly to SharePoint. There are two ways to access the Recording Manager. To access the Recording Manager while in a meeting: In the bottom right corner of the Group Conversation window, click the ellipsis. From the menu that appears, select Manage Recordings. 30 SFB 2016 Windows Meeting Environment

31 To open the Recording Manager when not in a meeting: Options Click Arrow next to Gear icon In Tools select Recording Manager End Meeting To end a meeting: In the top right corner of the Group Conversation window, click the red handset. Using the above method to end a meeting leaves the Group Conversation open in case you want to rejoin the meeting with one click of the Rejoin button. 31 SFB 2016 Windows Meeting Environment

32 To end a meeting and close the Group Conversation window: In the top right corner of the Group Conversation windows, click the X. 32 SFB 2016 Windows Meeting Environment

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